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Portfolio Implementation Associate Jobs in Boston, MA

ECG Resources

Associate Wealth Advisor

Boston, MA

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Approve and execute portfolios * Implement trade recommendations * Conduct tax-loss harvesting ...

ECG Resources

Associate Wealth Advisor

Boston, MA

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Approve and execute portfolios * Implement trade recommendations * Conduct tax-loss harvesting ...

Cambridgeassociates

Manager, Client Reporting

Boston, MA

$151K/yr

... implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including ...

Cambridgeassociates

Manager, Client Reporting

Boston, MA · On-site

$151K/yr

... implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including ...

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All JobsPortfolio Implementation Associate JobsPortfolio Implementation Associate Jobs in Boston, MA

Portfolio Implementation Associate information

See Boston, MA salary details

$15

$32

$55

How much do portfolio implementation associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for portfolio implementation associate in Boston, MA is $32.92, according to ZipRecruiter salary data. Most workers in this role earn between $21.92 and $38.65 per hour, depending on experience, location, and employer.

What does a portfolio implementation associate do?

A Portfolio Implementation Associate plays a key role in the investment management process by ensuring that investment strategies designed by portfolio managers are accurately and efficiently executed. They are responsible for translating portfolio decisions into trades, monitoring trade execution, and coordinating with traders and other teams to ensure compliance with regulations and client guidelines. Additionally, they often assist with portfolio rebalancing, performance analysis, and reporting, helping to optimize investment outcomes for clients.

What is the difference between Portfolio Implementation Associate vs Portfolio Analyst?

AspectPortfolio Implementation AssociatePortfolio Analyst
Primary FocusSupporting the setup and execution of client portfolios, ensuring smooth implementation processesAnalyzing portfolio performance, market trends, and providing investment insights
Required SkillsProject coordination, client communication, basic financial knowledgeData analysis, financial modeling, reporting skills
Work EnvironmentClient-facing, collaborative teams within asset management firmsResearch-driven, analytical roles within investment teams
CertificationsOften requires or prefers CFA Level I or similarTypically requires CFA Level I or II, strong quantitative background

The Portfolio Implementation Associate focuses on executing and supporting portfolio setups and client onboarding, while the Portfolio Analyst emphasizes analyzing investment data and performance. Both roles often require similar certifications and work within asset management firms, but their core responsibilities differ in execution versus analysis.

How does a portfolio implementation associate typically collaborate with portfolio managers and traders during the investment process?

Portfolio Implementation Associates play a key role in ensuring seamless execution of investment strategies by working closely with both portfolio managers and traders. They act as a bridge, translating investment decisions made by portfolio managers into actionable trades, and collaborating with traders to ensure timely and accurate execution. Regular communication is essential to resolve discrepancies, monitor market conditions, and adjust strategies as needed. This collaborative environment offers exposure to multiple aspects of the investment process, enhancing both technical and interpersonal skills.

What are the key skills and qualifications needed to thrive as a portfolio implementation associate?

To thrive as a Portfolio Implementation Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management systems, trading platforms, and proficiency in Excel or other data analysis tools is common, and certifications like CFA Level 1 can be beneficial. Excellent communication, problem-solving abilities, and the capacity to work well under tight deadlines set top performers apart. These skills and qualities ensure accurate execution of investment strategies, minimize operational risk, and support seamless collaboration with portfolio managers and clients.
What are popular job titles related to Portfolio Implementation Associate jobs in Boston, MA? For Portfolio Implementation Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation Associate jobs in Boston, MA look for? The top searched job categories for Portfolio Implementation Associate jobs in Boston, MA are:
Portfolio Implementation Associate jobs near you
Infographic showing various Portfolio Implementation Associate job openings in Boston, MA as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $68,287 per year, or $32.8 per hour.

Associate, Portfolio Implementation Management

Cambridgeassociates

Boston, MA • On-site

Full-time

Posted 20 days ago

Job description

Firm Overview:

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.


Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.


Job Description Summary:

The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team's mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and investment teams. Additionally, our goal is to minimize the investment team's involvement and oversight of portfolio implementation, tracking, and reporting so that they can focus on making investment decisions.

Job Description:

Portfolio Implementation Management (PIM) concentrates on four core areas:

  • Portfolio operations central point of contact for investment teams and other internal stakeholders
  • Act as Internal Advocate for the client for all portfolio operations tasks and inquiries
  • Problem resolution and additional support for client portfolios
  • Implementation of investment ideas to execute desired portfolio structure

Portfolio Implementation Management's Key Objectives:

  • Provide superior client and investment team service
  • Seek opportunities to improve investment team efficiency and organization
  • Ensure accurate and timely client/investment team deliverables
  • Be innovative and solution-oriented
  • Promote clear and concise communication to all relevant parties
  • Critical thinking and management of competing deadlines

The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:

  • Investigate and answer operationally driven client and investment team inquiries.
  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
  • Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
  • Develop and maintain custom portfolio structure exhibits for investment team and client use.

QUALIFICATIONS

  • BS/BA with3+ years of experience in the financial services industry. Experience in portfolio-related operations is valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
  • The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
  • Superior and demonstrated problem-solving, analytical, and organizational skills.
  • Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization.
  • Strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.
  • Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus

Base salary range for this role:

Pay Range Minimum:

77400

Pay Range Maximum:

100600

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

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